Reporting & analytics
EPoS Manager: Business intelligence, reports, and performance analytics.
By Jon and 1 other2 authors61 articles
- Daily sales report overview in EPOS ManagerThe daily sales report is a core financial summary generated at the end of each trading day in Access EPoS Manager.
- Overview of the real-time journal in EPOS ManagerThe real-time journal in EPOS Manager is a dynamic reporting tool that provides live visibility into transactions as they occur across your EPOS terminals.
- POS Reports overview in EPOS ManagerPOS Reports are detailed summaries generated by the Access EPoS Manager system to help businesses monitor performance, manage operations, and make data-driven decisions.
- End-of-day report overview in EPOS ManagerThe end of day report in EPOS Manager is a comprehensive summary of all transactional and financial activity that occurred during a trading day.
- Overview of the time zone report in EPOS ManagerThe time zone report in EPOS Manager is a performance analysis tool that breaks down sales activity by specific time intervals throughout the day.
- Clerk performance overview reportSummary report detailing the performance metrics and activities of each clerk.
Business reports
Sales, financial, and standard business reports.
- Run a POS reportGenerate sales and operational reports
- Run a sales report by dayGenerate daily sales summary reports.
- Current week sales are not showing in the Group Business ReportFix incomplete business sheet reporting issues.
- Stock valuation reportGenerate inventory valuation reports
- Create a comparative net sales reportGenerate comparative net sales reports.
- Sales not appearing in the daily snapshot reportInvestigate missing sales data in Daily Snapshot Report.
Performance analytics
Performance metrics and advanced analytics.
- Search and filter the PLU sales reportRun PLU sales reports filtered by specific hours.
- Web orders reportView online order history and details.
- Access the report of active tracksView uncompleted transactions.
- Cash transaction reportView detailed cash payment transactions.
- Group weekly reports are not in orderReorder group report display sequence.
- Location not listed in reporting toolsFix missing location in stock reports.
- Reports displaying incorrect negative figuresMy reports are displaying negative figures, which appear to be incorrect or unexpected.
- Order summary reportView purchase order summaries.
- View petty cash reportGenerate petty cash transaction reports.
- Design reportsCreate custom report layouts for orders, deliveries, and invoices.
- Company totals with site breakdownDaily sales report showing totals by site and company, with comparisons to last week and last year.
- Use the gift card report to reconcile paymentsUnderstand limitations of gift card reports for payment reconciliation
- Resize columns in report designersAdjust column widths in custom report designer layouts.
- Modifier performance reportTrack modifier sales percentages.
- Inconsistent gross profit figures across stock reportsUnderstand GP calculation differences between Results and History tabs.
- Report on table occupancy and cover countView table occupancy duration and covers in cashed off tables report.
- Run an open tracks reportGenerate reports showing all open tables, tabs, and transactions.
- Remove extra tills from the reporting screenIn reporting screens, you may see additional tills that are not actively used.
- Cash drawer usage reportTrack no-sale transactions indicating drawer openings.
- Order flagged in red on the web reportA red order usually signals an issue that needs attention.
- Report recovery options after deletionAccidentally deleted a report in Epos Manager.
- Run complementary reportsGenerate reports on complementary items sold alongside main products.
- Custom report neededRequest to generate a tailored report based on specific business requirements.
- Group weekly wastage report performance issueEnsure the report is set to date range instead of business week for optimal performance.
- Report showing users by roleView list of users assigned to specific roles.
- View ledger reportAccess customer account history.
- Amend batch reportsYou can configure end-of-session report content, in a few easy steps.
- Email group weekly reportManage automatic report email distribution.
- Loyalty rewards tracking reportGenerate loyalty program transaction report.
- Transaction reportView detailed transaction and payment information
- Generate a Wastage reportGenerate product wastage tracking report.
- Deposit reportView customer deposit history and balances.
- Clerk adjustment and function usage reportDiscover how to run reports on the frequency of clerk adjustments and function usage.
- Report for Eat Out to Help Out transactionsTracks and summarizes transactions made under the Eat Out to Help Out scheme.
- Auto send estate overview reportYou can set up the auto-send for the estate overview report in a few easy steps.
- Average spend per head reportYou can analyze customer spending patterns by time.
- Edit estate overview reportModify estate-wide reporting content.
- Enable the new group weekly report in your user roleAdd custom reports to user permissions
- Restrict End of Day reporting until all tracks are closedPrevents End of Day report from running if any track remains open.
- Report of cancelled or voided transactionsView cancelled transaction details.
- Running an Optimum GP reportGenerate gross profit analysis reports
- VAT reportGenerate tax reporting summaries.
- Gift card reportGenerate expired gift card reports.
- Add or remove emails from stock report distributionManage report email recipients.
- Data missing from group reportFix missing data in group reports with formulas.
- Weekly cover count reportRun weekly customer count report.
- Customer loyalty reportView customer loyalty balances and activity.
- Kitchen video orders activity reportTrack kitchen video order completion times.
- Refund transaction reportFind refunded transactions in journals.